Planned Giving 101


 Thursday, April 29, 2021
7:30 AM Registration
8 AM – 1 PM Conference

About Planned Giving 101 | Schedule and Speakers

4.25 CFRE Credits

This is a program designed to address the fundamentals of planned giving including those who:

  • Are interested in starting a planned giving program
  • Need to improve their knowledge of planned giving

Topics to be covered:

  • Overview – Why is planned giving important
  • Essentials – Definitions, terms, and policies
  • Types of planned gifts and unique gifts
  • Gift acceptance policies
  • Resources for smaller nonprofits
  • Soliciting donors – the process
  • Next steps
  • Q&A over lunch

The speakers bring many years of planned giving experience and knowledge.

  • Scott Blakesley, Attorney At Law – Spencer Fane LLP
  • JT Cattle, Development Director – Parkinson’s Foundation
  • Justin  Elder – The Jerusalem House
  • Evan Lange, President, Midwest Region – The Signatry
  • Kathryn Robards, Marketing Coordinator – Catholic Foundation of Northeast Kansas
  • Pat Smithson, Director of Development CAHSS – University of Central Missouri

Recommended For:

  • Nonprofit Staff
  • Boards of Directors
  • Fundraising committee members

Location: Kauffman Foundation Conference Center
4801 Rockhill Rd
Kansas City, MO 64110